How to Push Docusign to Google Drive Using Zapier

Quick summary

This tutorial shows how to create a Zap that automatically transfers DocuSign documents to Google Drive using Zapier's no-code automation editor. By connecting DocuSign as the trigger and Google Drive as the action, you can eliminate manual file transfers and keep signed documents organized in the cloud.

Steps

1. Navigate to the left-side panel, then click Create.
2. Select Zaps from the list of options.
3. Tap the Trigger tab to start the integration process.
4. Search for DocuSign and choose it from the recommended matches.
5. Specify your preferred Trigger Event.
6. Tap Sign In and log into your DocuSign account.
7. Select the specific type of your DocuSign account, then click Yes, Continue to DocuSign.
8. Tap Allow Access to grant the necessary permissions.
9. Fill in all required fields to configure the Trigger.
10. Tap Continue to run your input and test the Trigger.
11. Click Continue one more time to proceed.
12. Search for Google Drive and select it as the Action app.
13. Open the drop-down menu and pick the specific Action Event you want to use.
14. Click Sign In and log into your Google account.
15. Click Allow to grant Google Drive the necessary permissions.
16. Fill out all input fields with the required integration information.
17. Tap Continue to publish and enable the integration.
18. Your DocuSign data will now be automatically pushed to Google Drive based on your configuration.